Branch Office Client Services & Admin Specialist

Edward Jones; Rapid City (SD); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

6-month training

Support network across branch/region

Large team backing you

Résumé du poste

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team in a client‑facing support role. You’ll assist financial advisors with client accounts, communications, and logistics, delivering exceptional service to clients.

The position emphasizes relationship building, accuracy, and proactive support of the branch business plan. You will benefit from extensive training, a broad support network across the branch, region, and home office, and the opportunity to grow with thousands

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry, including account openings/transfers on direction of the advisor.
• Strong ability to work independently at the direction of the advisor, handling administrative tasks and supporting marketing initiatives.

Responsabilités

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account opening, transfers, and requests per advisor direction; maintain accurate client records.
• Administrative tasks: schedule appointments, prepare meeting materials, manage correspondence, support branch business plan.
• Proficiency with technology and willingness to learn MoneyGuide, Salesforce, and Microsoft Office.

Connaissances

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Description du poste

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team in a client‑facing support role. You’ll assist financial advisors with client accounts, communications, and logistics, delivering exceptional service to clients.

The position emphasizes relationship building, accuracy, and proactive support of the branch business plan. You will benefit from extensive training, a broad support network across the branch, region, and home office, and the opportunity to grow with thousands